Member Info for Alessandro

I don't understand the drop today, what was the market expecting for today?

There are not many companies making operating profits of about 10% the market cap.

Adding at 120p

DVS1 I am as much baffled as you are re Barclays.

Barclays also does not discount withholding tax for US dividend payers (whether you supplied the W8BEN form, Barclays will keep paying on your behalf 30% tax, rather than 15%). So no much point to progress any investigation regarding the matter.

Porsche1946 - Morgan Stanley noted that following a stronger performance in recent weeks, Unilever now trades at 17.6x 2024e price-to-earnings versus European Staples overall, on 17.4x.

How will a European listing add 30% to the share price?

Lord Lucan, I can't see the green!?

ImaRight the problem with housing is not exclusive of the UK. It is in many countries in the world. Look at Singapore, US, Gemany, etc.

"In early 2024, we have seen, as expected, the continuation of the ongoing cyclical slowdown in the Semiconductor Manufacturing Equipment sector and we continue to expect conditions in this sector to improve as the year progresses."

Why don't you ask the Investor Relations representative?

UBS raises Unilever price target to 3,430 (3,400) pence - 'sell'

Jefferies raises Unilever price target to 3,400 (3,300) pence - 'underperform'

Berenberg cuts Unilever price target to 4,960 (5,110) pence - 'buy'

Just added to my small holding in Smith. This is going to turn out good, whether an offer is made or not. It is the recognition of the quality of the business. I hope for an offer and acceptance in the region of £5.

DJ14 you have the answer now

91p, not 92p?

£330m boost lol the market cap of a company with revenue of £100m placed for $1B will adjust in a matter of weeks to a quarter of that figure. It doesn't matter anyway. JD owns 30% of the company already, what matters is what it earns for JD. Unless JD is going to sell its share, the valuation on the open market is totally irrelevant.

Mary, the billion pound placing has a PE of 100?! that is totally unrealistic, expect a massive drop after IPO, same fashion as Victoria Plumbing some time ago.

I bet the investment in advertising is huge by judging the amount of adverts on TV. That will eat into the profits.

GMHK I don't have a crystal ball, however a recovery is on the cards only if JD can materialize the ambition of a global expansion. It may take years.

Good find! Floatation for £1B! that's a fifth of JD market cap!

Lots of headwind. This stock will be subdued throughout 2024.

Has M&G reduced its holding?

This should be priced at around the £6 mark